In a competitive market, customer service is what’s going to set your insurance agency apart from the next. If a potential customer does not receive the service they demand from an insurance provider, they may move on to yours. This gives you the chance to provide them the customer experience they lacked at the previous […]
The insurance industry has long since ceased to be filled with stacks of paperwork and face-to-face meetings. Your sales agents probably have wide-open diaries but still, not enough time to finish all their tasks. This is because even though they are no longer meeting with customers in person as much, they must ensure that each […]
If you still rely on outdated manual quoting systems, you are seriously slowing down your insurance agency’s productivity and lead generation process. In 2024 and beyond, your quoting system should be automated and streamlined. This will reduce customer wait times and improve the overall customer experience. An automated quoting system works with advanced technology and […]
Do you need extra training on JenesisNow? Do you want a refresher on the certifications we have for our LMS courses? You can sign up for them again! You will have access to LMS courses as well as working one-on-one with our Training and Implementation Team that will teach you the system geared towards YOUR […]
Insurance agencies are just like any other business. They must be visible to grow, and to be visible, they must have an online presence and sufficient marketing strategies. If you own an agency, you will know how important brand awareness is. Potential clients must know that your agency is an option when they search for […]
What exactly is “customer experience?” Does it refer to the effect a business’ sales process has on a customer? Does customer experience relate to how a customer feels about interacting with a specific brand? Customer experience (CX) is about all of that and more. It refers to every interaction between a business and its customers. […]
We have added a new customizable report for Invoices in JenesisNow! Any questions or concerns? Email us at info@jenesissoftware.com!
Noteworthy Enhancements Users with location admin rights will now be able to edit the marketing campaigns for that location. View Demo We have moved the Single Run Campaign to the bottom of the campaign list inside Edit Agency Location. View Demo We have added a user preference for the admin to enable a “system” note to […]
Tim Hadley with Hadley Insurance Group has been a valuable customer of ours for several years. Tim utilizes all of our services including the JenesisNow agency management system, JenesisWeb Website Design, and JenesisReach Digital Marketing Services. See what he has to say about Jenesis! Do you have any stories to share? Are you […]
What would happen if your agency suddenly stopped operating or lost all customer data? It is a frightening prospect because it would negatively affect your agency and hundreds or thousands of customers. The scary part is that if you continue to work with an outdated agency management system, this hypothetical situation could become real. Your […]
Users can now rearrange the order of the Client and Policy Action buttons. Any questions or concerns? Email us at info@jenesissoftware.com!
Getting a new insurance management system for your agency is more than buying a new software tool. An insurance management system typically comes with a short onboarding period and training. This is necessary to ensure all departments know how to use the software to its full potential. If all employees are not on the same […]
In 2023, Jenesis hired its sister company, DiedrichRPM, to conduct a Google Business Profile Audit. We were so happy with the results, we recommended this $500 one-time service to our Jenesis customers with a 100% satisfaction promise or Jenesis would pay the bill. So far, this has been a huge success. So, if you want […]
Commission management is a crucial part of the day-to-day activities of your insurance agency. It is the part of your business that needs as much transparency as your communication and dealings with customers. But, as you also know, managing commissions is not always easy. That is mainly because the commission structure doesn’t look the same […]
We have added No Workers Compensation, No General Liability, and No Business Auto email & text marketing campaigns to help cross sell commercial accounts. Any questions or concerns? Email us at info@jenesissoftware.com!
Updates have been made to the Invoice system and Receipts can now be applied directly to Invoices. Any questions about the video? Or any concerns? Email us at info@jenesissoftware.com!
When you think of text messaging, you probably picture texts between friends and family. But text messages don’t only play a role in communication between loved ones; it is one of the main communication channels between businesses and customers. The insurance industry is fast adapting to text messaging to stay in contact with customers. To […]
We have enabled setting default coverages for Business Owners Policies. We have also renamed Business Owner BOP to Business Owners Policy. Any questions or concerns? Email us at info@jenesissoftware.com!
The insurance industry is like a living organism. It is constantly growing, evolving, and adapting to different circumstances. When insurance agencies do not keep up with these changes, they ‘die’ because their growth stalls. Agencies that go with the flow, so to speak, continue to evolve with the times. This allows them to grow stronger […]
Noteworthy Enhancements We have enabled setting default coverages for Business Owners Policies. We have also renamed Business Owner BOP to Business Owners Policy. We have added a shortcut icon to the navigation bar to quickly access your user credentials. View Demo We have added more policy and client detail options for users to choose […]